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Profile of Jeff Ulness
 

Jeff Ulness

 
MD - Sub - Advisory Relations - Epoch Holding Corp.
 
Jeff Ulness Email :
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Company Name : Epoch Holding Corp.
 
Company Website : www.eipny.com
 
Company Address : 640-5th Ave.
18th Fl., New York, NY,
United States,
 
Jeff Ulness Profile :
MD - Sub - Advisory Relations - Epoch Holding Corp.
 
Jeff Ulness Biography :

Jeff is responsible for all sub-advisory business and also covers major Consulting firms. Prior to Epoch, he held a similar position at ForstmannLeff. Previously, he was at Deutsche Asset Management where he was Co-Head of the Financial Institutions Group and the Director of Sales for Third Party and Insurance from 2002 to 2003. From 1994 through 2002 Jeff was employed by American Skandia Life. His initial responsibilities included Counsel to Securities and Markets and later he became a member of Skandia’s Global Investment Committee and Head of Global Fund Manager Relations at Skandia Global Funds. Subsequent duties included designation of Head of Asset Management Product Development. For three years prior to joining Skandia in 1994, Jeff was Counsel at Manulife Financial. Preceding his position at Manulife, he was an attorney in the Division of Investment Management for the SEC from 1986-1989. He received an LL.M Securities Regulations from Georgetown University Law Center as well as a JD and BA from University of North Dakota.

 
Jeff Ulness Colleagues :
Name Title Email

Peter Flaherty

Board Dir. Please login

William Priest

CEO, Chief Investment Officer, Portfolio Mgr. Please login

Timothy Taussig

COO, Pres. Please login

Philip Clark

Exec. VP, Head - Client Relations Please login

David Pearl

Exec. VP, Head - US Equities, Portfolio Mgr. Please login


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